Concurrent Financial Planning

E4: Pathways: You Decided to Start Your LMB Journey, Now What?

Life Money Balance Pathways You Decided to Start Your LMB Journey Now What

Deciding to start a journey is courageous and promising. How do you effectively select a pathway that bests fits your desired needs, experiences, and outcomes? There are many choices and much information available. Dr. Cherry shares four self-discovery questions that will help inform your pathway partnership. We discuss pathways such as financial coaching, financial planning, financial platforms, financial education courses, what to look for, and what benefits they could bring to your journey. Find out why your ‘Blueprint’ is vitally important and why your story and human understanding are central to any pathway.

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Life Money Balance™

A transformational process to create your life design that lets your life lead your money, where your life and money work concurrently to help you achieve your life aspirations.

 

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